Forms

Expense Reimbursement:

Travel and Reimbursable Expense Guidelines

ERDD On-Line Link

ERDD On-Line - Instructions  ERDD On-Line - Instructions.pdf (421.53 KB)

Expense Claim Form Expense Claim Form.xlsx (35.82 KB)

Expense Claim Instructions Expense Claim Instructions.pdf (640.16 KB)

Per Diem Claim FormPer Diem Claim Form.doc (24.5 KB)

Facilities, Health &Safety, Security:

Accident Reporting Forms

Key Request Form Key Request Form.doc (26 KB)

Security Access Card Request Forms:

For access to the MSB perimeter, PC lab, EM suite, NMR and Discovery Commons:

Security Access Request_PSL_MSB_2016.xlsx (15.67 KB)

For access to the CFI 3D Imaging Lab (7268, 7363, 7365):

Security access request_PSL_CFI_Oct_2016.xlsx (15.66 KB)

For access to the animal facility (DCM):

DCM Facility Access Request Form.pdf (671.14 KB)

Finance & Purchasing:

For purchases under $5K it is strongly recommended that purchasers use uSOURCE or their BMO MasterCards.

Purchases in the range of $5K-25K may be made via uSOURCE (preferred) or purchase order.  If a purchaser is not using uSOURCE, a minimum of two written quotes is required.

Purchases in the range of $25K-100K may be made using uSOURCE or purchase order.  If a purchaser is not using uSOURCE, a minimum of three written quotes is required.  

Please use the Invitation to Quote forms below for requesting quotes for goods or services.  

Invitation to Quote - Goods

Invitation to Quote - Services

It is highly recommended that purchasers use uSOURCE whenever possible. No quotes are required, shipping is free, and all steps in the purchasing process can be tracked with ease.

All radioactive isotope purchases MUST be submitted to the Financial Administration office for processing. The acquisition of radioactive isotopes needs to be accounted for by Environmental Health and Safety (EHS) Radiation Protective Services.

Important Note on Sole Source (Non-Competetive) Procurement:  Please note that the Department will no longer accept sole source purchasing forms without initial verification from the purchaser that Procurement Services has advised them to proceed with sole/single sourcing.  Before initiating sole/single source purchases, purchasers should contact Procurement Services at purchasing.help@utoronto.ca to request referral to a procurement specialist.  The specialist can advise whether it is appropriate to proceed with sole/single source purchasing and can review requirements, such as supporting documentation, prior to submission to the Finance Administration office.  Information on non-competitive purchasing may be found here:  www.procurement.utoronto.ca/programs-and-services/purchasing-goods-services/non-competitive-procurement.  

Auth Pay - Non-Salary.docx (41.66 KB)

Delegation of Signing Authority Form.doc (50.5 KB)

PCard Change Request Form

PCard New Card Request Form

Purchase Requisition Form.doc (46.5 KB)

Travel Authorization Form.pdf (114.07 KB)

General Office:

Fax Cover Sheet fax.doc (31.5 KB)

Letterhead Template Letterhead Template.doc (160 KB)

Seminar Room Booking Form Seminar Room Booking Form.doc (33 KB)

Human Resources:

Absence Reporting Form (on-line form, appointed staff only)

Casuals Employment Policy policyc.pdf (66.45 KB)

Casual Staffing Request Form (on-line form)

Casual Monthly Timesheet USW Casual Monthly Timesheet.pdf (379.96 KB)

Contact Information Update Form (on-line form)

Employee Self Service

Graduate Appointment (for new cross-appointees) Graduate Appointment.doc (70.5 KB)

Interview Questions (sample) interview.pdf (82.62 KB)

Lecturer Hiring Checklist Lecturer Hiring Checklist.doc (41 KB)

Recruitment Checklist (USW/PM/Conf) Recruitment Checklist.pdf (62.09 KB)

Reference Check (sample) Reference Check Sample.doc (26 KB)

Research Assoc. Hiring Checklist Research Assoc.doc (103 KB)

SEXUAL HARASSMENT POLICY SEXUAL HARASSMENT POLICY.doc (42 KB)

Summer Student Guidelines Summer Research Assistant Guidelines.docx (23.93 KB)

Summer Student Hiring Request Form (on-line form)

Payroll:

Authorization to Cancel - Salary cancel.doc (31 KB)

Authorization to Pay - Honorarium honorarium.doc (36 KB)

Authorization to Pay - Salary salary.doc (32 KB)

Bank Authorization Form (for direct deposit) deposit.pdf (73.78 KB)

Payroll Schedule 2017  

Payroll Deadline Memo.doc (45 KB)

Small Trader's Certificate Small Trader's Certificate.pdf (11.41 KB)

Volunteers:

Volunteer Guidelines 2009 Volunteer Guidelines 2009.doc (45.5 KB)

Volunteer Offer Letter Volunteer Offer Letter_2009.doc (167 KB)

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